Proactive Tax Planning Starts Before the Return Is Filed.
Tax preparation reports what already happened. Tax planning looks ahead. We help business owners evaluate entity structure, owner compensation, deductions, retirement strategies, estimated taxes, major purchases, and other decisions that can affect the amount and timing of tax.
Start with our interactive Business Tax Planning Assessment to identify areas that may deserve a professional review.
Start My Tax Planning Assessment →Tax planning is different from simply preparing a tax return.
A tax return records transactions and decisions that have already occurred. Proactive tax planning evaluates decisions before year-end, while there may still be time to change the tax outcome.
For a business owner, that can mean reviewing how the business is taxed, how the owner is compensated, when income and expenses are recognized, how retirement contributions are structured, and whether major purchases or other business decisions should be coordinated with the overall tax picture.
Our approach is designed around the relationship between the business return and the owner's individual return. We look at both sides together rather than treating them as unrelated filings.
Business tax planning is especially valuable when your financial picture is changing.
There is no single strategy that fits every owner. Planning becomes more important as income, entities, investments, employees, real estate, or other business decisions become more complex.
S Corporation Owners
Owner payroll, reasonable compensation, shareholder distributions, benefits, retirement contributions, and the relationship between Form 1120-S and Form 1040 may all require coordination.
LLCs & Partnerships
Partner allocations, guaranteed payments, self-employment tax, basis, distributions, entity elections, and owner-level reporting can create planning opportunities and compliance issues.
Self-Employed Owners
Schedule C filers may benefit from reviewing entity structure, retirement options, estimated taxes, business deductions, and whether the current structure still fits the level of business activity.
Growing Businesses
Changes in revenue, profitability, payroll, hiring, equipment purchases, financing, and expansion can materially change the business owner's tax picture.
Rental & Real Estate Owners
Depreciation, property activity, entity ownership, income and expense treatment, and the interaction between business and rental activities should be reviewed as part of the broader tax picture.
Owners Without Year-Round Planning
If your tax professional primarily contacts you at filing time, important decisions may already be locked in by the time the return is prepared.
See which parts of your business tax strategy may deserve professional review.
The assessment adapts to your answers and screens for issues involving business structure, compensation, retirement planning, estimated taxes, real estate, purchases, benefits, and year-round tax strategy. It does not calculate or promise a specific tax savings amount.
How is your primary business currently taxed?
Choose the option that best describes your primary business.
Are you currently running payroll for yourself as an owner?
Owner compensation is an important planning area for S corporation shareholders.
Approximately how much annual revenue does the business generate?
Approximately what is the business's annual net profit before your personal income taxes?
A range is enough. This helps us understand whether planning opportunities may be economically meaningful.
Does your current tax professional meet with you during the year specifically for tax planning?
Do you currently use a business-sponsored retirement strategy?
Examples include a Solo 401(k), SEP IRA, SIMPLE IRA, 401(k), or defined-benefit plan.
Does your spouse or any of your children perform legitimate work for the business?
Do you own rental real estate or the building used by your business?
Do you expect significant vehicle, equipment, technology, or other business purchases this year?
How are health insurance and medical costs currently handled?
How are your quarterly estimated tax payments determined?
What is the primary reason you are considering tax planning?
If meaningful planning opportunities are identified, would you consider an ongoing tax-planning relationship?
Where should we send your results?
Enter your contact information to view your results. We’ll also email you a copy of your assessment summary and next-step information.
Your contact information and questionnaire responses are used to provide your assessment results and follow up regarding tax-planning services. Do not enter Social Security numbers, banking information, or other sensitive tax data here.
A professional tax-planning review may be worthwhile.
Based on your responses, there are areas of your tax situation that may deserve a closer professional review.
Next Step: Tax Planning Opportunity Review
Questionnaire answers alone are not enough to recommend tax strategies. The next step is to review your actual tax filings and business facts.
Tax planning works best when the engagement is a good fit on both sides.
The assessment helps us focus professional review time on situations where planning may reasonably provide value.
Structured Information
We begin with the facts that influence entity choice, compensation, deductions, timing, retirement planning, and estimated taxes.
Professional Review
We do not promise tax savings from questionnaire answers alone. Actual recommendations require review of your filings and supporting facts.
Secure Documents
Your tax returns belong in a secure client portal—not a public website form or ordinary email attachment.
Common questions from business owners.
When should tax planning take place?
Tax planning is most useful before major financial decisions are finalized and before the end of the tax year. Year-round review allows more time to evaluate alternatives instead of discovering issues only when the return is being prepared.
Is tax planning only for large businesses?
No. The potential value depends more on the owner's income, business structure, tax liability, complexity, and upcoming decisions than on business size alone.
Can you tell me exactly how much I will save from this questionnaire?
No. A questionnaire can identify areas that may deserve review, but responsible tax recommendations require your actual tax returns, current-year financial information, supporting facts, and applicable tax law.
What documents are reviewed after the assessment?
For the Tax Planning Opportunity Review, we generally begin with the prior two years of business and individual tax returns. Additional financial information may be requested depending on the issues identified.
How are sensitive tax documents submitted?
Tax returns and other sensitive records should be uploaded only through our secure Client Portal, not through the public website or ordinary email.
Important: This assessment is for preliminary screening and educational purposes only. It is not tax, legal, accounting, or investment advice and does not create a professional engagement. Tax-planning recommendations depend on complete facts, applicable law, supporting documentation, and a signed engagement agreement.